BNN Bloomberg, September 21, 2024
Jimmy Lee talked about how the Fed rate cut will have a net positive effect on the consumer and the chances of a recession remain low.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Schwab Network, July 29, 2024
On Schwab Network, Jimmy Lee delved into investment ideas as the recent rotation out of the mega-cap tech trade continues to broaden out. He highlighted other sectors of the market he foresees potentially benefiting from a September Fed cut and more.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Bloomberg Radio, July 23, 2024
During an interview on Bloomberg Radio, Jimmy Lee shared his thoughts on the recent rotation out of big tech, where to position portfolios for the remainder of the year, and more.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
CNBC Asia – World Exchange, July 23, 2024
During an appearance on CNBC Worldwide Exchange, Jimmy Lee highlighted investment strategies to consider, what to watch this earnings season, sector’s poised to ‘bounce back’ in a lower rate environment, and more.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
CNBC Asia, July 2, 2024
During a recent appearance on CNBC Asia, Jimmy Lee highlighted his expectations for a broadening out of investment flows after the Fed starts cutting rates and more.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Ticker News, June 20, 2024
On Ticker News, Jimmy Lee highlighted strategies for navigating the current investment landscape, portfolio poisoning from a geopolitical standpoint, his expectations for inflation and Fed policy, sectors he’s favoring and more.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Schwab Network, June 11, 2024
On Schwab Network, Jimmy Lee delved into his markets and economic outlook, sector-specific insights, and more admist this week’s June Fed meeting.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
BNN Bloomberg, June 10, 2024
During a recent appearance on BNN Bloomberg, Jimmy Lee highlighted sectors he foresees rallying into the first Fed rate cut, potential geopolitical concerns for markets, the risks of trying to time the market, investment strategies to consider, and more.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Reuters, May 9, 2024
During his appearance on Reuters TV, Jimmy Lee highlighted the potential value in developed countries, and emerging markets, how a dollar dip could bode well for international stocks, and more.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Schwab Network, April 26, 2024
On Schwab Network, Jimmy Lee delved into his expectations for the upcoming Fed meetings, his latest market and economic outlook, sectors to keep in focus, and moreDisclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Bloomberg Radio, April 16, 2024
Jimmy Lee discussed his outlook for markets, the economy, Fed policy, and more during his latest interview on Bloomberg Radio.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Ticker News, March 13, 2024
On Ticker News, Jimmy Lee discussed his thoughts on the recent inflation data report, the likelihood of a soft landing this year, as well as areas of opportunity, outside of mega cap tech growth, if rates decline.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
BNN Bloomberg, March 12, 2024
During a recent interview on BNN Bloomberg, Jimmy Lee highlighted ways to approach the current bull market and potential areas of opportunity to arise amidst a rate cut.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Bloomberg Radio, February 20, 2024
On Bloomberg Radio, Jimmy Lee discussed his expectations for technology stocks and Fed rate policy. Jimmy also shared barbell strategies to consider, highlighted sectors to keep an eye on, and more.
Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Fox Business Network, February 19, 2024
During his latest appearance on Fox Business Network, Jimmy Lee shared his expectations for future Fed rate cuts, sectors poised to benefit from declining inflation, thoughts on earnings, and more.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
BNN Bloomberg, February 8, 2024
During a recent interview on BNN Bloomberg, Jimmy Lee wrapped up the trading day with insights into the U.S. economy, looming Fed rate cuts, and more.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Schwab Network, February 5, 2024
On Schwab Network, Jimmy Lee delved into his outlook on the economy, sector-specific insights, highlighted potential opportunities in international markets, and moreDisclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Reuters TV, January 30, 2024
On Reuters TV, Jim Worden discussed his reasoning behind narrowing down the Magnificent 7 stocks to what he calls the "Fab Five," pointing to challenges for Tesla and Apple.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Fox Business Network, January 19, 2024
During his latest appearance on Fox Business Network, Jimmy Lee shared his bullish
markets and economic outlook ahead of the Fed’s rate decisions this yearDisclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Fox Business, December 27, 2023
Ahead of key inflation data releases this week, Jimmy Lee made an appearance on Fox Business to share his expectations and outlook for the market through the end of the year and the potential for a recession.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
CNBC Asia, December 19, 2023
Jimmy Lee joined Bloomberg Radio to discuss the Fed’s upcoming Jackson Hole Symposium and his outlook on inflation.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Nasdaq, December 18, 2023
During his latest appearance on CNBC Asia, Jimmy Lee discussed his market and economic outlook, Fed policy, investment strategy, and moreDisclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Schwab Network, December 6, 2023
On Schwab Network, Jim Worden discussed Toll Brothers’ fourth quarter earnings report, his expectations for mortgage rates in 2024, homebuilder stocks to watch, and more.
Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Schwab Network, December 4, 2023
On Schwab Network, Jimmy Lee shared his outlook on the market and economy for year-end and into 2024, and moreDisclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Bloomberg Radio, December 4, 2023
On Bloomberg Radio, Jimmy Lee discussed his views on the US economy, stock market, Fed, and more in 2024Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Ticker News, November 15, 2023
Jimmy Lee joined Ticker News to discuss his base case for a recession following the release of better-than-expected inflation data and subsequent market rally.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor.
The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
BNN Bloomberg Radio, November 9, 2023
During a recent interview on BNN Bloomberg, Jimmy Lee shared his outlook on the stock market, economy, potential for a U.S. recession in 2024, sectors on his radar, and more.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor.
The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
CNBC Asia, November 8, 2023
During his latest appearance on CNBC Asia, Jimmy Lee discussed his markets and economic outlook, the Fed, sectors he finds favorable, and more.
Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor.
The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Bloomberg Radio, October 31, 2023
Jimmy Lee joined Bloomberg Radio to discuss his outlook on markets, the Fed, and short and long-term opportunities he sees within the fixed income and equity side.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor.
The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Fox Business Network, October 17, 2023
Jimmy Lee joined Fox Business to share his outlook on Q3 earnings, possibility of a recession, where markets are potentially headed, and more.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor.
The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Schwab Network, October 9, 2023 –
On Schwab Network, Jimmy Lee discussed the uncertainty surrounding markets and the economy, impact of geopolitical tensions, investing in a high-rate environment and more.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor.
The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Reuters TV, September 27, 2023
Jimmy Lee believes any stock-market selloff due to partial shutdown of the U.S. government would be “temporary” and present a “buying opportunity” for investors.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor.
The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Fox Business Network, September 11, 2023
Ahead of key inflation data releases this week, Jimmy Lee made an appearance on Fox Business to share his expectations and outlook for the market through the end of the year and the potential for a recession.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor.
The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
BNN Bloomberg, September 1, 2023
In an recent interview on BNN Bloomberg, Jimmy Lee shared his outlook on the market and economy and investment strategies as we begin the historically weakest month of the year.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor.
The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Bloomberg Radio, August 23, 2023
Jimmy Lee joined Bloomberg Radio to discuss the Fed’s upcoming Jackson Hole Symposium and his outlook on inflation.
Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor.
The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
CNBC Asia, August 21, 2023
During his latest appearance on CNBC Asia, Jimmy Lee discussed his market and economic outlook, Fed policy, investment strategy, and more.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor.
The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Ticker News, August 18, 2023
Jimmy Lee joined Ticker News to discuss the recently released data by the Fed, showing for the first time ever, total credit card debt levels surpassing $1 trillion.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor.
The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Reuters TV, August 1, 2023
While big banks prepare for potential defaults on commercial real estate (CRE) loans, Jimmy Lee, on Reuters TV, discussed opportunities in the space as the calamity’ may be isolated to certain banks or loans’
Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor.
The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Reuters TV, June 15, 2023
Jimmy Lee discussed why he believes short-term government bonds are ‘the biggest sucker bet’ on Reuters TV.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor.
The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
BNN Bloomberg, June 15, 2023
Jimmy Lee shared diversification strategies for investors this year in an interview on BNN Bloomberg.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor.
The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
TD Ameritrade Network, June 8, 2023
Jim Worden joined TD Ameritrade Network to discuss GameStop’s (GME) plummet following it’s latest earnings report and management changes.Disclosures:
Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. Jim is not affiliated with LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual.
TD Ameritrade Network, May 24, 2023
Jimmy Lee joined TD Ameritrade Network to discuss stocks he currently favors, investment strategies and opportunities amidst the ongoing debt ceiling issue.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor.
The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
TD Ameritrade Network, May 11, 2023
Jim Worden joined TD Ameritrade Network to share his thoughts on Google’s latest release of AI tools and highlight the top tech companies best positioned to enhance their offerings for the future.Disclosures:
Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. Jim is not affiliated with LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual.
BNN Bloomberg, May 1, 2023
Jimmy Lee discussed his bullish market outlook, opportunity in tech stocks and China’s reopening, and addressed the likelihood of a US recession during his appearance on BNN Bloomberg.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor.
The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Bloomberg TV, April 18, 2023
Jimmy Lee shared his outlook for global markets, the likelihood of a recession, and the Fed's potential course of action for the rest of 2023 on Bloomberg TV.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Cheddar News, April 7, 2023
Jimmy Lee spoke with Cheddar News to share his analysis of the latest U.S. jobs report and discuss best investment strategies under current market conditions.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Bloomberg Radio, April 3, 2023
Jimmy Lee joined Bloomberg Radio to share his bullish yet cautiously optimistic outlook on the economy and the Fed, and investment strategies for the current environment.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
BNN Bloomberg, April 3, 2023
Jimmy Lee joined BNN Bloomberg on the first day of Q2 to share his bullish outlook for the remainder of 2023 and potential investment opportunities in the current market environment.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
TD Ameritrade Network, March 22, 2023
Jim Worden joined TD Ameritrade Network to share his thoughts on GameStop ahead of the company’s quarterly earnings report.Disclosures:
Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. Jim is not affiliated with LPL Financial.
The opinions expressed are only general information and are not intended to provide specific advice or recommendations for any individual.
Reuters TV, March 22, 2023
Jimmy Lee joined Reuters TV to share his outlook on the Fed’s latest rate decision, inflation, and likelihood of a U.S. recession.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Bloomberg, March 16, 2023
Jimmy Lee shared his outlook on the Fed amidst the ongoing banking crisis with Bloomberg.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
BNN Bloomberg, March 9, 2023
Jim Worden joined BNN Bloomberg to share his latest market outlook and where he is finding investment opportunities in the current environment.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Investing.com, March 3, 2023
Jimmy Lee shared his outlook on the Fed and potential investment opportunities with Investing.com.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
TD Ameritrade Network, February 9, 2023
Jim Worden joined TD Ameritrade Network to share his thoughts on Disney’s quarterly earnings report.Disclosures:
Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. Jim is not affiliated with LPL Financial.
The opinions expressed are only general information and are not intended to provide specific advice or recommendations for any individual.
TD Ameritrade Network, February 15, 2023
Jimmy Lee joined TD Ameritrade Network to discuss the recent market pullback and why it could be good for stocks longer term this year.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
BNN Bloomberg, January 26, 2023
Jimmy Lee joined BNN Bloomberg to share his outlook on the economy in 2023 and how investors can prepare for both a recession or a soft landing.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Bloomberg Radio, January 25, 2023
Jimmy Lee joined Bloomberg Radio to share his perspective on a potential recession and the Fed’s actions in 2023.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Cheddar News, January 20, 2023
After economic data revealed retail sales fell in December, Jimmy Lee joined Cheddar News to share his outlook on the markets and economy in 2023, and expectations for the Fed.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
MarketWatch, January 19, 2023
Jimmy Lee shared his thoughts with Reuters on how the reopening of China may impact markets.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
TD Ameritrade Network, January 4, 2023
Jimmy Lee joined TD Ameritrade Network to share his outlook on the markets and economy in 2023, and opportunities investing in the industrial sector.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
BNN Bloomberg, December 26, 2022
Jimmy Lee joined BNN Bloomberg to share his market outlook and top investment strategies for 2023.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
TD Ameritrade Network, December 8, 2022
Jimmy Lee joined TD Ameritrade Network to share his stock market outlook for 2023 and how to make a sound financial plan in preparation for potential volatility.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Bloomberg Radio, December 8, 2022
Jimmy Lee joined Bloomberg Radio to share his outlook on inflation and FOMC monetary policy in 2023.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Bloomberg TV, December 6, 2022
Jimmy Lee joined Bloomberg TV to share his outlook on the market and economy for 2023 and where he is finding opportunity in the current environment.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Cheddar News, November 28, 2022
Jim Worden joined Cheddar News to discuss Walt Disney's former CEO Bob Iger's return and share his thoughts on Iger's and Disney's upcoming priorities and strategy.Disclosures:
Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. Jim is not affiliated with LPL Financial.
The opinions expressed are only general information and are not intended to provide specific advice or recommendations for any individual.
BNN Bloomberg, November 28, 2022
Jimmy Lee joined BNN Bloomberg to discuss how investors should position themselves in down markets and which sectors to pay attention to.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial markets.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Yahoo! Finance, November 15, 2022
Jimmy Lee joined Yahoo! Finance to share his outlook for Fed policy following the release of economic data.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial markets.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Fox Business, November 9, 2022
Jimmy Lee joined Fox Business to share his thoughts on the U.S. midterm election and its impact on stocks and the economy.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial markets.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
BNN Bloomberg, November 9, 2022
Jimmy Lee joined Bloomberg Radio to share his outlook on the markets and economy amid the US midterm elections.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial markets.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Bloomberg, November 9, 2022
Jim Worden shared his thoughts on Apple’s stock in a quote in Bloomberg.Disclosures:
Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. Jim is not affiliated with LPL Financial.
The opinions expressed are only general information and are not intended to provide specific advice or recommendations for any individual.
TD Ameritrade Network, October 17, 2022
Jimmy Lee discussed how an economic slowdown can impact industrial stocks in an interview with Nicole Petallides on TD Ameritrade Network.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Fox Business, October 14, 2022
Jimmy Lee shared his expectations for the banks and third-quarter earnings season in an interview with Maria Bartiromo on Fox Business.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
TD Ameritrade Network, September 30, 2022
Alex Coffey, standing in for Nicole Petallides, spoke with Jim Worden about markets on a macro scale. Jim also shared the market factors that he’s keeping a close eye on.Disclosures:
Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. Jim is not affiliated with LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Bloomberg Radio, September 27, 2022
Jimmy Lee joined Bloomberg Radio to share opportunities that he’s seeing in the current market and how investors can weather the Fed’s rate storm.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
BNN Bloomberg, September 26, 2022
Jimmy Lee shared his thoughts on the market and weighed in on talks of a recession on BNN Bloomberg.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Fox Business, September 2, 2022
Jimmy Lee joined Fox Business, sharing his job report projections and investment insights as Wall Street reels in anticipation of rising rates.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial markets.
Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. Jim is not affiliated with LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
TD Ameritrade Network, September 1, 2022
Jimmy Lee discussed his thoughts on the industrials sector with host Nicole Petallides on TD Ameritrade Network.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial markets.
Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. Jim is not affiliated with LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Fox Business, August 17, 2022
Jim joins Lauren Simonetti to weigh in on inflation and his stock picks following last week’s market rally.Disclosures:
Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. Jim is not affiliated with LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
TD Ameritrade Network, August 16, 2022
In the wake of the summer rally and new CPI numbers, Jimmy Lee joined TD Ameritrade Network to talk about his sector pick: energy.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial markets.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
BNN Bloomberg, August 9, 2022
Jimmy spoke with BNN Bloomberg anchor Paul Bagnell about persistent market volatility and his economic outlook through the end of the year.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Bloomberg Radio, July 29, 2022
Jimmy shared his optimistic outlook on inflation along with his thoughts on the Fed’s latest rate hike, GDP numbers, and Q2 with Carol Massar and Tim Stenovec on Bloomberg Radio.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial markets.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
BNN Bloomberg, July 22, 2022
Jimmy Lee discussed his current investment approach and why investing is not a “game” along with his market outlook on BNN Bloomberg.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
TD Ameritrade Network, July 14, 2022
Jim Worden joined Nicole Petallides on TD Ameritrade Network to share his thoughts on what’s ahead for meme stocks along with his stock picks.Disclosures:
Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. Jim is not affiliated with LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual.
Cheddar News, July 13, 2022
Jim Worden joined Cheddar News to discuss the newly released CPI data and what it means for the market.Disclosures:
Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. Jim is not affiliated with LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual.
Yahoo! Finance, July 11, 2022
Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial markets.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Fox Business, July 6, 2022
Jimmy Lee joined Fox Business where he shared his market outlook, thoughts on the potential recession, and projections ahead of Q3.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial markets.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
TD Ameritrade Network, June 7, 2022
Jimmy Lee joined Nicole Petallides on TD Ameritrade Network to discuss the opportunities that he is seeing in the industrials sector despite persistent volatility.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial markets.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Cheddar News, May 27, 2022
As inflation and geopolitical risks weigh on stocks, Jimmy Lee joined Cheddar News to discuss where he believes the market is headed.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
TD Ameritrade Network, May 12, 2022
Jimmy Lee joined Oliver Renick on TD Ameritrade Network to discuss the health of the market and the potential of a bottoming market.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Reuters, May 11, 2022
Jimmy Lee shared his hopeful projections regarding inflation in an interview with Davide Barbuscia for Reuters.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual.
The economic forecasts set forth in this material may not develop as predicted, and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including the fluctuation of dividends, loss of principal, and potential illiquidity of the investment in a falling market.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Bloomberg Radio, May 5, 2022
Following the market downturn, Jimmy Lee joined Bloomberg Radio to discuss his market outlook and investment strategy going forward.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor.
The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Cheddar TV, May 4, 2022
Jim Worden joined Cheddar to discuss the Fed’s latest rate hike and what that means for the duration of earnings season.Disclosures:
Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. Jim is not affiliated with LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual.
Kiplinger, April 29, 2022
In an interview with Kiplinger’s Karee Venema, Jimmy Lee discussed the health of the American consumer despite higher prices due to inflation and supply chain hang-ups.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor.
The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Fox Business, April 29, 2022
Jimmy Lee discussed his outlook for the US economy, the health of the consumer, and corporate earnings season with Maria Bartiromo on Mornings with Maria.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor.
The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
TD Ameritrade Network, April 27, 2022
Jim Worden was interviewed by TDAN anchor Nicole Petallides regarding earnings season and the upcoming FOMC meeting.Disclosures:
Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. Jim is not affiliated with LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual.
Fox Business, April 6, 2022
Jimmy Lee spoke with Maria Bartiromo about his optimistic take on inflation as the Fed is set to make their next move.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
The Baltic Dry Index (BDI) is a shipping and trade index created by the London-based Baltic Exchange. It measures changes in the cost of transporting various raw materials, such as coal and steel.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
The fast price swings in commodities will result in significant volatility in an investor's holdings. Commodities include increased risks, such as political, economic, and currency instability, and may not be suitable for all investors.
Bloomberg Radio, March 31, 2022
Following Powell’s hints at a more hawkish approach to inflation, Jimmy Lee joined Bloomberg Radio to offer his outlooks on inflation and the Fed.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
The Baltic Dry Index (BDI) is a shipping and trade index created by the London-based Baltic Exchange. It measures changes in the cost of transporting various raw materials, such as coal and steel.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
The fast price swings in commodities will result in significant volatility in an investor's holdings. Commodities include increased risks, such as political, economic, and currency instability, and may not be suitable for all investors.
Cheddar TV, March 25, 2022
Joining live from The Wealth Consulting Group’s advisors’ conference, Jimmy Lee shared his bullish take on the Fed, the markets, and inflation with Cheddar TV.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
The fast price swings in commodities will result in significant volatility in an investor's holdings. Commodities include increased risks, such as political, economic, and currency instability, and may not be suitable for all investors.
Reuters, March 10, 2022
Jimmy Lee discussed market volatility with Reuters as the West imposes sanctions on Russia following the breakout of war in Ukraine.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
The Baltic Dry Index (BDI) is a shipping and trade index created by the London-based Baltic Exchange. It measures changes in the cost of transporting various raw materials, such as coal and steel.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
The fast price swings in commodities will result in significant volatility in an investor's holdings. Commodities include increased risks, such as political, economic, and currency instability, and may not be suitable for all investors.
Wall Street Journal, March 3, 2022
Following a dip in the markets, Russian invasion of Ukraine, and persistent inflation, Jimmy Lee spoke with the Journal about market headwinds and rising interest rates.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
The fast price swings in commodities will result in significant volatility in an investor's holdings. Commodities include increased risks, such as political, economic, and currency instability, and may not be suitable for all investors.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. LPL Financial doesn't provide research on individual equities.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Fox Business, February 28, 2022
As tensions between Russia and Ukraine grow, Jimmy Lee discussed market volatility and his market outlook.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
The fast price swings in commodities will result in significant volatility in an investor's holdings. Commodities include increased risks, such as political, economic, and currency instability, and may not be suitable for all investors.
The Baltic Dry Index (BDI) is a shipping and trade index created by the London-based Baltic Exchange. It measures changes in the cost of transporting various raw materials, such as coal and steel.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Source: Invesco’s Seven Reasons to favor stocks in Fed tightening cycle.
Yahoo! Finance, February 17, 2022
In light of supply chain concerns and inflation, Jim Worden joined Yahoo! Finance to discuss the market and investor behavior.Disclosures:
Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. Jim is not affiliated with LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual.
Bloomberg Radio, February 16, 2022
With geopolitical tensions rising and an increasingly volatile market, Jimmy Lee joins Bloomberg Radio to share his market outlook along with investing insights.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
The Baltic Dry Index (BDI) is a shipping and trade index created by the London-based Baltic Exchange. It measures changes in the cost of transporting various raw materials, such as coal and steel.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
TD Ameritrade Network, February 15, 2022
How will inflation play out in 2022? Jimmy Lee discussed his inflation projections for the year along with his predictions for the Fed’s rate increase.Disclosures:
Securities are offered through LPL Financial, Member FINRA/SIPC. Investment advice is offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company’s growth of earnings potential.
Cheddar TV, February 2, 2022
With a tremendous amount of market volatility in January, Jim Worden joined Cheddar TV with a look ahead to February’s market moves.Disclosures:
Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. Jim is not affiliated with LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual.
Fox Business, January 28, 2022
Jimmy Lee discussed inflation, his predictions for the Fed’s interest rate hike, and the importance of diversifying portfolios on Morning with Maria.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Yahoo! Finance, January 18, 2022
Amidst bank selloffs, Jimmy Lee discussed his market outlook with a look ahead to earnings season and the impending Fed decision.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested directly.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Cheddar TV, December 28, 2021
What can we expect from earnings growth in 2022? Jim Worden spoke with Cheddar about finding value in the markets next year.Disclosures:
Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. Jim is not affiliated with LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual.
Bloomberg Radio, December 14, 2021
After a year of record-breaking highs in the markets, Jimmy Lee spoke with Bloomberg Radio about what to expect from the Fed and which sectors to watch in the new year.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
All indices are unmanaged and may not be invested into directly.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
The Baltic Dry Index (BDI) is a shipping and trade index created by the London-based Baltic Exchange. It measures changes in the cost of transporting various raw materials, such as coal and steel.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Growth investments may be more volatile than other investments because they are more sensitive to investor perceptions of the issuing company's growth of earnings potential.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
The fast price swings in commodities will result in significant volatility in an investor's holdings. Commodities include increased risks, such as political, economic, and currency instability, and may not be suitable for all investors.
TD Ameritrade Network, December 8, 2021
With the rise of popular meme stocks and supply chain issues caused by COVID-19, how is GameStop performing? Jim Worden discussed GameStop’s earnings and more with TD Ameritrade Network.Disclosures:
Jim Worden offers investment advice through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. Jim is not affiliated with LPL Financial.
The opinions expressed are only general information and not intended to provide specific advice or recommendations for any individual.
Cheddar, December 02, 2021
As the year comes to a close, Jimmy Lee joined Cheddar to discuss the Omicron variant’s impact on the markets, and what to expect regarding inflation.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.
Fox Business, November 05, 2021
Jimmy Lee reacted to the Fed's dovish view on inflation on 'Mornings with Maria.'Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.
Yahoo! Finance. October 18, 2021
Jimmy Lee joined Yahoo Finance Live to give an insight on what to expect during the holiday shopping season.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.
Fox Business, September 23, 2021
Jimmy Lee joined Fox Business to discuss inflation, how China is regulating business, and its impact on investors.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.
TD Ameritrade Network, September 16, 2021
Jimmy Lee joined TD Ameritrade Network to discuss the reflation trade, what to expect from home prices, and more.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.
Fox Business, August 20, 2021
Jimmy Lee was on Fox Business to discuss what investors should expect from the market when the Fed decides to tighten monetary policy.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.
Cheddar TV, August 13, 2021
Jimmy Lee joined Cheddar TV to discuss inflationary pressures impacting the economy and how the Delta variant is impacting the broader market.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal, and potential illiquidity of the investment in a falling market.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Fox Business, July 23, 2021
Jimmy Lee joins host Maria Bartiromo to discuss market movement in anticipation of tax hikes.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
CNBC, July 19, 2021
Jimmy Lee shares how treasury inflation-protected securities can provide protection to investors against inflation.Disclosures:
This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual.
The economic forecasts set forth in this material may not develop as predicted, and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including the fluctuation of dividends, loss of principal, and potential illiquidity of the investment in a falling market.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Fox Business, July 12, 2021
Jimmy Lee talks to Fox Business about upcoming earnings season and why he’s still bullish on the overall stock market.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal. Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. LPL Financial doesn’t provide research on individual equities.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
TD Ameritrade Network, July 8, 2021
Jimmy Lee discusses the guidelines, pros, and cons of barbell investing.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
Stock and mutual fund investing includes risks, including fluctuating prices and loss of principal. Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. LPL Financial doesn’t provide research on individual equities.
Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
No strategy assures success or protects against loss.
Yahoo! Finance, June 30, 2021
Jimmy Lee joined hosts Seana Smith and Adam Shapiro at the midpoint of the year, looking ahead to market drivers in the second half of 2021 and beyond.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested directly.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
The fast price swings in commodities will result in significant volatility in an investor’s holdings. Commodities include increased risks, such as political, economic, and currency instability, and may not be suitable for all investors.
The Barclay CTA Index is a leading industry benchmark of the representative performance of more than 300 commodity-trading advisors (CTAs). CTAs invest in futures contracts to make leveraged bets on various pieces of the global economy - currencies, energy, bonds and interest rates, stock indices, and agricultural and consumer goods.
Eagle Asset Management is not affiliated with Wealth Consulting Group or LPL Financial.
Fox Business, June 25, 2021
Jimmy Lee joined “Mornings with Maria” on Fox Business Network to discuss how to invest with the potential passage of President Biden’s infrastructure deal, and the outlook for banks after all 23 firms pass the Fed stress test.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Cheddar TV, June 24, 2021
Jimmy Lee reacts to the market impact of a bipartisan infrastructure spending deal between Congress and the Biden administration.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
We suggest that you discuss your specific situation with your financial advisor prior to investing.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Yahoo! Finance, June 11, 2021
Jimmy Lee encourages investors to view inflation numbers in the context of the recovering U.S. economy and ongoing fiscal and monetary policy.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Bloomberg Radio, June 8, 2021
Jimmy Lee discusses the “laddering” of the globaleconomic recovery from COVID-19, and the potentialheadwinds of supply shock and rising Treasurys.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal. The prices of small and mid-cap stocks are generally more volatile than large-cap stocks.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.
TD Ameritrade Network, June 4, 2021
Jimmy Lee discusses how to effectively perform proper due diligence and research before allocating capital.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation do not protect against market risk.
Alternative investments may not be suitable for all investors and involve special risks such as leveraging the investment, potential adverse market forces, regulatory changes, and potentially illiquidity. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
Stock investing includes risks, including fluctuating prices and loss of principal.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.
Yahoo! Finance, April 22, 2021
Jimmy Lee discusses opportunities in growth stocks, the importance of diverse portfolios, and the headwinds of a labor market still depending on unemployment benefits.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The economic forecasts set forth in this material may not develop as predicted, and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Bloomberg TV, April 18, 2021
Jimmy Lee talks to hosts Sherry Ahn and Haidi Stroud-Watts about the pickup in U.S. economic activity, the outlook for the stock market, and Federal Reserve monetary policy as inflationary pressures rise.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise, and bonds are subject to availability and change in price.
High yield/junk bonds (grade BB or below) are not investment-grade securities and are subject to higher interest rate, credit, and liquidity risks than those graded BBB and above. They generally should be part of a diversified portfolio for sophisticated investors.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Yahoo! Finance, January 26, 2021
Jimmy Lee sees changes for the tech sector and a positive year ahead for stocks in his return to Yahoo! Finance Live.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The economic forecasts set forth in this material may not develop as predicted, and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries, and companies.
Yahoo! Finance, December 24, 2020
Jimmy Lee looks ahead to the new year and urges investors to resist panic, stay diversified, and believe in the American consumer’s role in the eventual recovery of the U.S. economy.Disclosures:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing includes risks, including fluctuating prices and loss of principal.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Yahoo! Finance, December 15, 2020
Jimmy Lee looked ahead to 2021, expressing a bullish sentiment on equities on a day in which stocks reversed a 4-day decline.Disclosures:
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal, and potential illiquidity of the investment in a falling market.
Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal, and potential illiquidity of the investment in a falling market.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
TD Ameritrade Network, November 13, 2020
Jimmy Lee spoke about the problems that arise when investors form emotional attachment to concentrated stock positions, and how to address them.Disclosures:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Stock investing includes risks, including fluctuating prices and loss of principal.
ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF's net asset value (NAV). Upon redemption, the value of fund shares may be worth more or less than their original cost. ETFs carry additional risks such as not being diversified, possible trading halts, and index tracking errors.
ESG (Environmental, Social and Governance) investing refers to a class of investing that is also known as “sustainable investing.” This is an umbrella term for investments that seek positive returns and long-term impact on society, the environment, and the performance of the business.
As a reminder, investing on non-public information is not permitted.
TD Ameritrade Network, October 26, 2020
Matthew Pierce returns to the TD Ameritrade Network to weigh in on ongoing market volatility during earnings season and advises investors to monitor inflation.Disclosures:
Investment advice offered through WCG Wealth Advisors, LLC, a Registered Investment Adviser.
Past performance is no guarantee of future results. Investing involves risk including loss of principal. No strategy assures success or protects against loss.
The opinions expressed are for general information only and not intended to provide specific advice or recommendations for any individual.
Yahoo! Finance, October 16, 2020
Jimmy Lee discusses the uptick in September's retail sales numbers and his economic outlook ahead of the election.Disclosures:
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. We suggest that you discuss your specific situation with your financial advisor prior to investing.
The economic forecasts set forth in this material may not develop as predicted, and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks, including the fluctuation of dividends, loss of principal, and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time..
All investing involves risk, including loss of principal. No strategy assures success or protects against loss.
Yahoo! Finance, October 02, 2020
Jimmy Lee returns to “On the Move” to share his thoughts on permanent job loss numbers and the impact of President Trump’s COVID diagnosis on the market.Disclosures:
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. The video contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group, or LPL Financial.
The economic forecasts set forth in this material may not develop as predicted, and there can be no guarantee that strategies promoted will be successful.
Investing involves risk, including loss of principal.
Yahoo! Finance, September 24, 2020
Jimmy Lee discusses what triggered the most recent market pullback, Big Tech, and the impact another nationwide shutdown would have on the economy.Disclosures:
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF's net asset value (NAV).
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
TD Ameritrade Network, September 22, 2020
Jimmy Lee shares his positive overall market outlook, his expectations for the remainder of 2020, and weighs in on the recent market sell-off.Disclosures:
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market. The prices of small and mid-cap stocks are generally more volatile than large cap stocks.
Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
The fast price swings in commodities and currencies will result in significant volatility in an investor’s holdings.
Precious metal investing involves greater fluctuation and potential for losses.
Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
The Standard & Poor’s 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market. The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day, and is related to the total value of the Index.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
TD Ameritrade Network, September 11, 2020
Matthew Pierce joins TD Ameritrade Network for the first time to discuss what headwinds investors can expect in the closing months of 2020.Disclosures:
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.
WCG employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WCG; or (2) solely investment adviser representatives of WCG. Although all personnel operate their businesses under the name WCG, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.
Investment advice offered through WCG Wealth Advisors, a registered investment advisor.
Past performance is no guarantee of future results. Investing involves risk including loss of principal. No strategy assures success or protects against loss.
The opinions voiced in this video are for general information only and are not intended to provide specific advice or recommendations for any individual.
Reuters, September 2, 2020
Jimmy Lee shares his overall market outlook and weighs in on the lag in employment as a result of the coronavirus pandemic.Disclosures:
This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual.
The economic forecasts set forth in this material may not develop as predicted, and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including the fluctuation of dividends, loss of principal, and potential illiquidity of the investment in a falling market.
LPL Financial does not provide research on individual equities. Information regarding individual equities is for educational purposes only and is not an indication of trading intent or a solicitation.
The Standard & Poor’s 500 Index is a capitalization-weighted index of 500 stocks designed to measure the performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
The Dow Jones Industrial Average is comprised of 30 stocks that are major factors in their industries and are widely held by individuals and institutional investors.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Yahoo! Finance, September 2, 2020
Jimmy Lee returns to On The Move to discuss the technology sector and the potential impact of a Biden presidency on the economy.Disclosures:
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
An investment in Exchange Traded Funds (ETFs) involves risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors. ETFs concentrating in specific industries are subject to higher risks and volatility than those that invest more broadly.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Cheddar, August 21, 2020
Jimmy Lee weighs in on the economic impact of a Biden presidency and recent record highs in the S&P 500 and the Nasdaq.Disclosures:
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market. Investing involves risk including loss of principal. No strategy assures success or protects against loss.
ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF's net asset value (NAV).
Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
The fast price swings in commodities and currency will result in significant volatility in an investor’s holdings.
The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market. The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day, and is related to the total value of the Index.
Yahoo! Finance, August 6, 2020
Jimmy Lee examines potential buying opportunities and shares an optimistic outlook amid pandemic-and election-fueled volatility.Disclosures:
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
An investment in Exchange Traded Funds (ETFs) involves risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors. ETFs concentrating in specific industries are subject to higher risks and volatility than those that invest more broadly.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
The fast price swings in commodities and currencies will result in significant volatility in an investor’s holdings.
The Standard & Poor’s 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market. The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day, and is related to the total value of the Index.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
TD Ameritrade Network, July 21, 2020
Jimmy Lee returns to The Ticker to weigh in on a potential second relief bill and the opportunity he sees in the financial sector.Disclosures:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Yahoo! Finance, June 26, 2020
Jimmy Lee discusses his overall optimism about the road ahead despite a turbulent week for the markets.Disclosures:
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. We suggest that you discuss your specific situation with your financial advisor prior to investing.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
An Environmental, Social and Governance (ESG) fund’s policy could cause it to perform differently compared to funds that do not have such a policy.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Reuters, June 15, 2020
Jimmy Lee speaks on the recent spike in coronavirus cases as reopening efforts continue and what this means for investors.Disclosures:
This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
The S&P 500 Financials comprises those companies included in the S&P 500 that are classified as members of the GICS financials sector.
The S&P 500 Banking index comprises those companies included in the S&P 500 that are classified as members of the GICS banking sector.
The Dow Jones Industrial Average is comprised of 30 stocks that are major factors in their industries and widely held by individuals and institutional investors.
The S&P 500 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market. The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day, and is related to the total value of the Index.
Yahoo! Finance, June 15, 2020
Jimmy Lee joins On the Move to discuss the recent market pull back after a surge in coronavirus cases and the state of the economy.Disclosures:
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
The CBOE Volatility Index® (VIX®) is meant to be forward looking, showing the market's expectation of 30-day volatility in either direction, and is considered by many to be a barometer of investor sentiment and market volatility, commonly referred to as “Investor Fear Gauge”.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Yahoo! Finance, June 1, 2020
Jimmy Lee returned to The Ticker, sharing his optimistic long-term outlook as nationwide unrest continues and all 50 states reopen.Disclosures:
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Yahoo! Finance, May 18, 2020
Jimmy Lee joins Seana Smith on The Ticker to contextualize a market soaring on optimistic news from vaccine researchers.Jimmy Lee joins Seana Smith on The Ticker to contextualize a market soaring on optimistic news from vaccine researchers.
Disclosures:
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Indexes are unmanaged statistical composites and cannot be invested into directly. All performance referenced is historical and is no guarantee of future results.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply.
Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
TD Ameritrade Network, April 14, 2020
Jimmy Lee spoke on The Ticker about the market’s reaction to earnings season in the midst of a pandemic, and the outlook for recovery.Disclosures:
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
TD Ameritrade Network, April 2, 2020
Jimmy Lee speaks on Market on Close about the difference between the pandemic crisis and past bear markets, lessons that still apply to the current crisis, and what recovery might look like.Disclosures:
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing. The video contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
CNBC Power Lunch, March 17, 2020
Jimmy Lee urges investors to take to heart the lessons of the 2008 financial crisis during the pandemic market crash.Disclosures:
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. All performance referenced is historical and is no guarantee of future results.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
RIA Intel, March 16, 2020
Jimmy Lee discusses summer internship and continuity plans as the coronavirus outbreak worsens.Disclosures:
This article was prepared by a third party for information purposes only. It contains references to individuals and entities that are not affiliated with The Wealth Consulting Group, WCG Wealth Advisors or LPL Financial.
Yahoo! Finance, March 9, 2020
Jimmy Lee returns to Yahoo! Finance to share his perspective on the market’s sudden volatility amidst the coronavirus pandemic.Disclosures:
This video was prepared by a third party. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
The Dow Jones Industrial Average is comprised of 30 stocks that are major factors in their industries and widely held by individuals and institutional investors.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Yahoo! Finance, February 27, 2020
Jimmy Lee urges a calm response to the week’s historic market drop.Disclosures:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
CNBC Power Lunch, January 30, 2020
Jimmy Lee urges investors against panic amid reports of the coronavirus impact.Disclosures:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund.
Investing in mutual funds involves risk, including possible loss of principal.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Internal investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Investing involves risk including loss of principal. No strategy assures success or protect against loss.
Fortune, January 10, 2020
Jimmy Lee shares his optimistic outlook for the market in 2020..Disclosures:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
The Dow Jones Industrial Average is comprised of 30 stocks that are major factors in their industries and widely held by individuals and institutional investors.
The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
Yahoo! Finance, January 8, 2020
Jimmy Lee joins Yahoo! Finance “On the Move” to analyze the effects of the Iranian missile crisis on global markets.Disclosures:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund.
Investing in mutual funds involves risk, including possible loss of principal.
An investment in ETFs involves risks such as not being diversified, price volatility, competitive industry pressure international political and economic developments, possible trading halts, and index tracking errors.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
The CBOE Volatility Index® (VIX®) is meant to be forward looking, showing the market’s expectation of 30-day volatility in either direction and is considered by many to be a barometer of investor sentiment and market volatility, commonly referred to as “Investor Fear Gauge”.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Fox Business, December 26, 2019
Jimmy Lee joins Fox Business “Countdown to the Closing Bell” to discuss key sectors to watch and why investors shouldn’t try to time the market.Disclosures:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund.
Investing in mutual funds involves risk, including possible loss of principal.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Internal investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Investing involves risk including loss of principal. No strategy assures success or protect against loss.
Barron’s Penta, December 16, 2019
Jimmy Lee discusses charitable lead annuity trusts and their role in a low interest rate environment.Disclosures:
Disclosures:The information in this article is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific issues with a qualified tax or legal advisor. This article contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
All examples provided are hypothetical and are not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.USA Today, December 12, 2019
Jimmy Lee explains the market surging as investors hope for a trade deal with China.Disclosures:
The opinions voiced in the article are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.
Precious metal investing involves greater fluctuation and potential for losses.
Investing in Real Estate Investment Trusts (REITs) involves special risks such as potential illiquidity and may not be suitable for all investors.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
The Dow Jones Industrial Average is comprised of 30 stocks that are major factors in their industries and widely held by individuals and institutional investors.
The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market. The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day, and is related to the total value of the Index.
Yahoo! Finance, December 10, 2019
Jimmy Lee joins Yahoo! Finance “On the Move” to discuss the urgency of a phase 1 trade deal and how it could change the global outlook for business.Disclosures:
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Yahoo! Finance, November 22, 2019
Jimmy Lee analyzes the market as the U.S. approaches a phase 1 trade deal with China.Disclosures:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
TD Ameritrade Network, November 15, 2019
Jimmy Lee returns to TDAN to discuss the health of the U.S. consumer and sectors to watch moving forward.Disclosures:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund.
Investing in mutual funds involves risk, including possible loss of principal.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Internal investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Investing involves risk including loss of principal. No strategy assures success or protect against loss.
TD Ameritrade Network, October 14, 2019
Jimmy Lee joins TD Ameritrade Network to discuss ongoing trade negotiations and what this means for the investor.Disclosures:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Financial Advisor Magazine, October 7, 2019
Jimmy Lee outlines the advantages and potential pitfalls of optimizing an investor’s finances to minimize their exposure to income taxes.Disclosures:
This article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
Tax services are not offered by WCG Wealth Advisors, The Wealth Consulting Group, LPL Financial or affiliated advisors. We suggest that you discuss your specific situation with a qualified tax advisor.
Yahoo! Finance, October 1, 2019
Jimmy Lee reacts as the ISM manufacturing index hits its lowest level since 2009.Disclosures:
This video was prepared by a third party. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Yahoo! Finance, August 6, 2019
Jimmy Lee joins Yahoo! Finance to discuss market volatility and portfolio distribution in a time of uncertainty.Disclosures:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential
The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Yahoo! Finance, July 16, 2019
Jimmy Lee joined the set of The Ticker to discuss the prospect of the Fed’s rate cut, fresh consumer and industrial indicators, and trade talks.Disclosures:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. of the investment in a falling market.illiquidityInvesting in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
TD Ameritrade Network, July 8, 2019
Jimmy Lee talked about investor worries rising if it takes too long to secure a trade deal with China.Disclosures:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
of the investment in a falling market.illiquidityInvesting in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential
The payment of dividends is no guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Yahoo! Finance, May 30, 2019
Jimmy Lee reacts to remarks from Morgan Stanley’s James Gorman about the fragility of the market amid U.S.- China trade talks.Disclosures:
This video was prepared by a third party. It may contain references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group or LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Nightly Business Report, May 29, 2019
Jimmy Lee cautions investors against timing the market, calling for globally-diversified portfolios and non-correlated assets as a safeguard against volatility.Disclosures:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Yahoo Finance, May 6, 2019
Jimmy Lee shares his perspective on the market as trade war rhetoric sharpens and volatility surges anew.Disclosures:
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Financial Advisor Magazine, May 1, 2019
Suk Pau weighs the strengths and trade-offs of hybrid LTC plans, and the type of client for whom they might be the best fit.Disclosures:
This article was prepared by a third party for information purposes only. It contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it not intended to provide specific tax, legal, investment advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group, Pau & Tran Wealth Management or LPL Financial.
For information about specific insurance needs or situations consult an insurance professional. You may also visit your state’s insurance department for more information.
Riders are additional guarantee options that are available to an annuity or life insurance contract holder. While some riders are part of an existing contract, many others may carry additional fees, charges and restrictions, and the policy holder should review their contract carefully before purchasing. Guarantees are based on the claims paying ability of the issuing insurance company.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Yahoo Finance, April 17, 2019
Jimmy Lee examines how political developments may affect the healthcare sector, and discusses the ongoing battle between streaming services.Disclosures:
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. We suggest that you discuss your specific situation with your financial advisor prior to investing.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Yahoo Finance, March 29, 2019
Jimmy Lee cautions against chasing returns, especially with high-flying IPOs.Disclosures:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
An Environmental, Social and Governance (ESG) fund’s policy could cause it to perform differently compared to funds that do not have such a policy.
TD Ameritrade Network, March 7, 2019
Jimmy Lee discusses how the ECB decision boosts bond proxy stocks.Disclosures:
Content was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with The Wealth Consulting Group, WCG Wealth Advisors or LPL Financial.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Fox Business, February 18, 2019
Jimmy Lee joined Cavuto: Coast to Coast on President’s Day to share his market insights.Disclosures:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
he economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Yahoo Finance, February 1, 2019
Jimmy Lee looks ahead to 2019 after a blowout January in the stock market.Disclosures:
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.
Value investments can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Investing in real estate involves special risks such as potential illiquidity and may not be suitable for all investors.
Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
TD Ameritrade Network, January 17, 2019
Jimmy Lee talks about growth expectations and risk tolerance for 2019.Disclosures:
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
The S&P 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
WCG Wealth Advisors, The Wealth Consulting Group and LPL Financial do not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
TD Ameritrade Network, January 11, 2019
Mark Senseman discusses defensive investing strategies ahead of the apparent volatility of 2019.Disclosures:
The opinions voiced in the video are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. We suggest that you discuss your specific situation with your financial advisor prior to investing.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Because of its narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
High yield/junk bonds (grade BB or below) are not investment grade securities, and are subject to higher interest rate, credit, and liquidity risks than those graded BBB and above. They generally should be part of a diversified portfolio for sophisticated investors.
An investment in ETFs involves risks such as not being diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
